Elite Wealth Management’s Exelon EXC Stock Holding History

Elite Wealth Management’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-48	Closed	-$2K	–	178
2014 Q3	$2K	Buy	+48	New	+$1.12K	﹤0.01%	475
2014 Q1	–	Sell	-154	Closed	-$1K	–	439
2013 Q4	$1K	Buy	+154	New	+$3.1K	﹤0.01%	789

Other funds holding EXC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Elite Wealth Management's EXC Position: Q1 2015 in Review

Elite Wealth Management sold out of Exelon (EXC) in Q1 2015, closing a stake of 18,283 shares — an estimated $483K sold.

Elite Wealth Management first reported a position in EXC in Q3 2013 and held it in 6 quarters. The position peaked at $1.36M in Q4 2013. 731 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

Elite Wealth Management reported no remaining Exelon position as of Q1 2015 after selling out during the quarter.
Elite Wealth Management sold 18,283 Exelon shares in Q1 2015, an estimated $483K.
Elite Wealth Management first reported a position in Exelon in Q3 2013 and held it in 6 quarters.
Elite Wealth Management's Exelon position peaked at $1.36M in Q4 2013.
731 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Elite Wealth Management's 13F filing for Q1 2015, filed 13 Oct 2016.